Re: Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed.

I presented my Macro views on a panel this week alongside a bunch of CRE developers/operators/public REIT CEOs. Here is a summary of my learnings along with my Macro thoughts. Chatham Rules apply.

For the last several quarters, I’ve participated in several private roundtable discussions alongside a group of CRE developers/operators as well as public REIT CEOs.

Here is the last summary I wrote up from last year:

This week, I presented alongside such a panel of experts again, where I closed with my Macro views. This is a summary of my learnings and …